This comprehensive program provides experienced estate planning practitioners with insights and practical knowledge.

Take your asset protection planning practice to the next level by learning more about sophisticated topics such as self-settled spendthrift trusts, solvency, valuation, DAPTs, fraudulent conveyances, offshore planning, and the impact of the Bankruptcy Abuse Prevention & Consumer Protection Act.

Handle every step of the estate administration process with ease, regardless of the size of the estate. Is probate required? What tax returns, if any, must be filed? Starting with the initial client interview, our experienced faculty will answer basic questions and also discuss more challenging situations that might arise through the closing of the estate. You will also get checklists, forms, sample letters and other documents to help you serve your clients better.

Designed for newer estate planning attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client intake and communication, wills, trusts, life insurance, retirement benefits, as well as mistakes to avoid, are discussed.

Learn everything you need to know about expertly completing federal gift and estate tax forms 709 and 706. Forms 8971 and 1041, as well as post mortem tax planning and Illinois estate tax laws, will also be covered. Get your pencils ready: a hypothetical is utilized throughout the program, so that you can complete forms and calculations yourself in real-time to ensure understanding of these intricate tax forms.

Designed for newer special needs law attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client communication, drafting special needs trusts, maximizing government benefits, utilizing waiver programs, powers of attorney, guardianships, and MORE will be discussed.